PSA: On today's earnings call Twitter CEO Dick Costolo was saying "eccentric circles" of users, not "concentric circles." Either way, Twitter's stock is down despite meeting expectations. If only Wall Street cared as much about circles as it does about MAUs.

Twitter's new growth strategy is Facebook's old one: developing countries. eMarketer says Twitter will grow fastest this year in Indonesia, India, Argentina, Mexico, and Brazil. Good thing since eMarketer also said Twitter's internal monthly active user count was off by 60 million.

If you're one of Twitter's 255 million monthly active users or MAUs, you may have noticed company insiders sub-tweeting Wall Street. Only a suit, they scoff, would fail to recognize the value of a company your mom sees flashing across her TV screen.

Valleywag has obtained detailed internal financial information indicating that Uber, the e-hailing app that has spawned a hundreds of half-baked pitches, is making a lot more money than its investors had anticipated.